ETHZilla: Ethereum Treasury Strategy | McAndrew Rudisill & Avichal Garg

Bullish:

• $ETH - Ethereum is gaining legitimacy as collateral in institutional markets, indicating potential for increased demand and value appreciation.

  • “The credit guys, the debt markets are now willing to consider Bitcoin and ETH as collateral. And that was a thing that you didn't have five years ago.”

    Avichal·0:00
• $ETHZILLA - ETHZilla aims to differentiate itself through superior yield generation, potentially leading to a strong market position.

  • “I think being getting up to the top three on the ETH treasury charts is is one thing, but I think differentiating ourselves in terms of our yield generation and then how you see the business operating, is what's really gonna create the separation here.”

    Mac·1:13:37
• $DEFI - As institutions acquire more ETH, they are likely to explore yield opportunities in DeFi, potentially driving growth in the sector.

  • “We tend to think so. We think that it's just this is this is the case around stablecoins, and this is the case around DATs. It's just like once you own the thing, you sort of look around and you say, what can I do with it?”

    Avichal·1:26:58